Client Planning Insert

Whether you’re a freelancer, a marketing lead, an account manager or part of a client services team - you know that client work isn’t just tasks and deadlines. It’s expectations, relationships, shifting priorities, budgets, conversations, notes you lost in the endless methods of communication.

This planner insert is designed to help you stay organised, clear-headed, and in control of your client work - without needing 14 different systems to keep track of it all.

You’ll receive three client planner sets - one for each active client - so each relationship has its own dedicated space.

What’s Inside (per client)

• Client Snapshot Page
  Key details, preferences, priorities, points of contact, tone notes and relationship insights - the useful things that get lost in emails.

• Quarterly Goals & Action Planning
  Set SMART targets, align expectations and track outcomes over time.

• Project Roadmaps & Gantt Chart
  Plan timelines clearly - see what’s happening when and who needs what.

• Financial Planning Section
  Track spend, retainers, deliverables, or ad budgets at a glance.

• Meeting Notes Section
  Multiple pages with date prompts + space for follow-ups, so nothing slips through the cracks.

Why It Works

This insert doesn’t add more work.
It simply brings all the moving parts into one calm, structured, repeatable place - so you can:

• Stay prepared and confident for every call

• Communicate clearly and without scrambling

• Keep projects on track and in scope

• Build stronger, smoother, more professional client relationships

Format & Fit

• A5 size

• 6-hole punched — fits perfectly in the Hummingbird Paper Co Planner
  

• Comes as a set of 3, for managing 3 active clients